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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
576
InTrack Investment Management
Vermont
$829K +$151K +323 +21%
LSIA
577
LaSalle St. Investment Advisors
Illinois
$829K +$2.8K +6 +0.3%
ZB
578
Zions Bancorporation
Utah
$824K – – –
LC
579
LCNB Corp
Ohio
$821K -$16.3K -35 -2%
BWP
580
Baldwin Wealth Partners
Massachusetts
$817K +$59.7K +128 +8%
BFG
581
Bleakley Financial Group
New Jersey
$815K -$15.8K -34 -2%
SS
582
Simplicity Solutions
Minnesota
$815K +$829K +1,778 New
EAM
583
Evanson Asset Management
California
$813K +$2.8K +6 +0.3%
DIA
584
Dana Investment Advisors
Wisconsin
$810K +$932 +2 +0.1%
JAG
585
Journey Advisory Group
Kentucky
$801K – – –
HSA
586
HBK Sorce Advisory
Pennsylvania
$800K -$834K -1,790 -51%
CWC
587
Carolinas Wealth Consulting
North Carolina
$798K -$4.66K -10 -0.6%
FMWA
588
Forvis Mazars Wealth Advisors
Missouri
$792K -$91.8K -197 -10%
DADC
589
D.A. Davidson & Co
Montana
$779K -$18.2K -39 -2%
AWA
590
Arkadios Wealth Advisors
Georgia
$768K -$6.53K -14 -0.8%
PCM
591
Parsons Capital Management
Rhode Island
$764K -$59.7K -128 -7%
LPT
592
Legacy Private Trust
Wisconsin
$764K – – –
SAM
593
Sawgrass Asset Management
Florida
$759K – – –
AA
594
Alesco Advisors
New York
$755K – – –
STA
595
Summit Trail Advisors
New York
$751K -$14.9K -32 -2%
AP
596
Adero Partners
California
$749K – – –
FBFS
597
First Business Financial Services
Wisconsin
$749K – – –
CWM
598
Cornerstone Wealth Management
Missouri
$738K +$750K +1,610 New
RWA
599
River Wealth Advisors
Pennsylvania
$737K -$9.32K -20 -1%
GCM
600
Gator Capital Management
Florida
$737K – – –
22 23
24
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